Worthington Financial Partners provides portfolio management for individuals and small businesses.
Worthington Financial Partners reports 336 clients. They include 295 individual clients and 41 high-net-worth individuals. Of its assets, 99.8% ($153M across 328 accounts) are managed with discretion; $372K across 8 accounts are not. It advised 25 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 46% |
| High-net-worth individuals | 12% | 54% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 295 | $71.4M | 46.4% | $242K |
| High-net-worth individuals | 41 | $82.3M | 53.6% | $2.01M |
| Total | 336 | $154M | 100% | $457K |
- Clients
- 295
- Regulatory AUM
- $71.4M
- AUM share
- 46.4%
- Avg. per client
- $242K
- Clients
- 41
- Regulatory AUM
- $82.3M
- AUM share
- 53.6%
- Avg. per client
- $2.01M
Total
- Clients
- 336
- Regulatory AUM
- $154M
- AUM share
- 100%
- Avg. per client
- $457K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 25
- Private funds advised
- 0
Worthington Financial Partners is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Daniel Lamacchia owns 75% or more of Worthington Financial Partners. The leadership team of Worthington Financial Partners includes Chief Compliance Officer John Kennedy. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Worthington Financial Partners LLC
Daniel Lamacchia
Control person · since March 2021
Worthington Financial Partners’ regulatory assets grew from $109M (July 2021) to $154M (March 2026); clients rose from 276 to 336 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $154M | 336 | 6 | 1 |
| Feb 2025February 2025 | $128M | 138 | 7 | 1 |
| Jan 2024January 2024 | $101M | 145 | 6 | 1 |
| Jun 2023June 2023 | $95M | 104 | 6 | 1 |
| Mar 2022March 2022 | $106M | 104 | 4 | 1 |
| Jul 2021July 2021 | $109M | 276 | 4 | 1 |
Besides its headquarters, Worthington Financial Partners has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 57 East Wilson Bridge Road, Suite 300, WorthingtonHQ
Contact and registration details
- Legal name
- Worthington Financial Partners LLC
- Headquarters
- 57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085
- Website
- worthingtonwealth.com
- Phone
- 614-368-0769
- @worthington-wealth-management
- SEC file
- 801-120511
- Structure
- Ohio LLC
- Fiscal year end
- December
Worthington Financial Partners’ named custodian for separately managed accounts is Charles Schwab ($101M). Worthington Financial Partners has custody of $415K for 25 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $101M100%
At year end, Worthington Financial Partners’ separately managed accounts were mostly in stocks (52%) and funds (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $121M across 99 positions; the largest are Micron Technology Inc. (7.8%), First TR Exchange-traded FD (4.1%) and Capital Group Core Equity ET (3.9%).
What the accounts hold
- Stocks52%
- Exchange-traded equities51%
- Non-exchange-traded equities1%
- Funds43%
- Bonds1%
- Cash4%
How many clients does Worthington Financial Partners have?
Worthington Financial Partners has 336 clients and manages $154 million for them, as of March 2026. They include 295 individual clients and 41 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Worthington Financial Partners offer?
Worthington Financial Partners provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Worthington Financial Partners use?
Worthington Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Worthington Financial Partners have?
Worthington Financial Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Worthington Financial Partners invest in?
At the end of its last fiscal year, Worthington Financial Partners’ separately managed accounts held 51% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Worthington Financial Partners?
Worthington Financial Partners’ direct owner is Daniel Lamacchia (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Worthington Financial Partners get paid?
Worthington Financial Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Worthington Financial Partners?
Worthington Financial Partners’ main office is at 57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085. Its phone number is 614-368-0769. Its website is worthingtonwealth.com.
